See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,618 | $85,766-16.5% | $136,294-47.5% | $70,131+2.1% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 15.33% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,383 | $2,966-19.7% | $4,695-49.3% | $2,342+1.7% |
| Participant deferral / active EE | $3,947 | $5,051-21.9% | $6,247-36.8% | $3,332+18.5% |
| Admin fee / account holder | $3,053 | $5,420-43.7% | $9,243-67.0% | $4,645-34.3% |